Well Done LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $318K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.97M | Buy |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $838K | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.06M | Hold |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.18M | Hold |
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|
2018
Q1 | $1.12M | Hold |
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|
2017
Q4 | $1.1M | Buy |
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